HA

Hanover Advisors Portfolio holdings

AUM $258M
1-Year Est. Return 11.47%
This Quarter Est. Return
1 Year Est. Return
+11.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
-$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$947K
2
+$516K
3
+$377K
4
BSCU icon
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
+$343K
5
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$323K

Top Sells

1
+$1.96M
2
+$1.11M
3
+$441K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$362K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$263K

Sector Composition

1 Consumer Discretionary 1%
2 Financials 0.95%
3 Technology 0.85%
4 Consumer Staples 0.84%
5 Real Estate 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$495K 0.21%
10,399
-148
52
$490K 0.21%
18,101
+112
53
$482K 0.21%
5,233
+2
54
$472K 0.2%
16,194
55
$436K 0.19%
15,475
-33
56
$432K 0.19%
10,983
-107
57
$419K 0.18%
4,482
-439
58
$408K 0.18%
5,580
59
$401K 0.17%
4,052
+23
60
$395K 0.17%
24,246
+9,144
61
$387K 0.17%
3,199
62
$374K 0.16%
7,028
63
$366K 0.16%
2,125
-121
64
$352K 0.15%
10,660
65
$350K 0.15%
955
66
$347K 0.15%
10,462
67
$344K 0.15%
2,401
+5
68
$342K 0.15%
5,636
+1,965
69
$336K 0.15%
5,627
70
$332K 0.14%
1,355
+147
71
$323K 0.14%
+15,843
72
$321K 0.14%
2,477
+291
73
$319K 0.14%
4,074
74
$309K 0.13%
1,680
+7
75
$300K 0.13%
3,667
+245
1 2
3
4